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User "David Scubadiver" Profile
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About David
Real Name:David Scubadiver 
Homepage:http://www.divelove.zxq.net 
Last Login:11 Apr 2008 16:52
Posts:1
Reviews:1
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Moneydance
Apr 11 2008
****.

DAVID SCUBADIVER  Been using Quicken for decades on my p.c., and when I decided to buy a Mac I wanted a program that would let me work on both my PCs (work/laptop). So I tried Moneydance 2008 since its file will work on the PC version or the OS X version and their license covers the lesser of the number of users or the number of computers (regardless of platform). Translation - 1 fee, 2 operating systems and one set of data that works seamlessly between computers.

The other option would be to install windows on my Mac and run my quicken program through it.

But frankly, I did not wish to do that and was happy to try and break free of Quicken.

The importing was a bit of a chore, but only with respect to my investment accounts. It took me a good number of hours to figure out how to make it work (short sales created most of the problems and after editing/deleting related duplicate transactions, it works very well).

Once it was all set up, the only complaint I have is the reporting features are not as robust as with Quicken, and the capital gains report is buggy - it can't be restricted by date and always generates a report for all sales from the earliest sale in your data. It does not "subtotal" correctly, meaning each security totals to "zero" if there are multiple lots sold. I've reported bug, as have others, and hopefully it will be fixed.

What I LOVE about the program is how fast the downloads occur. Its a fairly simple interface with no "flash" but it does the job. I keep track of my Mortgage, a dozen bank accounts 3 brokerage accounts, several mutual fund accounts and 8 credit card accounts.

It'd be nice if it automatically downloaded from everybody (like yodlee.moneycenter can do!), but its not the end of the world doing one account at a time, even for someone with as any accounts as I have.  
(Version 2008)

praisebury
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